David C. Jacobson | Attorney
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About David
David Jacobson works with clients to develop appropriate estate planning strategies that are tailored to each client's unique needs, while minimizing gift and estate taxes.
Mr. Jacobson has nearly two decades of experience in estate planning, taxation and taxexempt organizations. Prior to joining Harras Bloom & Archer, Mr. Jacobson was a member of the estate planning team at UBS Private Wealth Management in Manhattan, where he provided estate planning services exclusively to the firm's ultra-high net worth clients throughout the u.s. Mr. Jacobson was previously a member of the wealth planning group and also trust counsel at Deutsche Bank Trust Company in Manhattan, and a trusts and estates attorney with the law firm of Carter, Ledyard & Milburn in Manhattan.
Mr. Jacobson received is LL.M in taxation from Georgetown University Law Center, his J.D. from the Univergity of Miami School of Law slid his B.A. from the University of Oklahoma. He is a member of the New York and Florida Bar.
He is a member ofthe Trusts, Estates and Surrogate Court Committee and previous member of the Gift and Estate Tax Committee of the New York City Bar Association, a member of the New York State Bar Association's Estate Planning Committee and the American Bar Association.
Mr. Jacobson is a member of the New York Museum of Modern Art's Planned Giving Advisory Committee.
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